Lucas Baker
MarsJewett Financial Group · Bellevue, Washington
Lucas Baker is a fee-only financial advisor at MarsJewett Financial Group in Bellevue, Washington, who holds the CFP credential. Lucas charges a percentage of assets and a flat fee or retainer (no asset minimum) and focuses on estate & legacy planning, tax planning and small business owners.
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Specialties
Facts
| Firm | MarsJewett Financial Group |
|---|---|
| Based in | Bellevue, Washington |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $901.4M across 2,115 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7135210 |
| Exams passed | Series 65 (2019) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | marsjewett.com |
How Lucas's firm compares
- MarsJewett Financial Group's average account is about $426,000, from its Form ADV (assets managed divided by 2,115 accounts).
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Questions about Lucas
Is Lucas Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucas holds no broker registration, and MarsJewett Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lucas charge for financial advice?
Lucas charges a percentage of assets and a flat fee or retainer.
How much does Lucas charge?
According to MarsJewett Financial Group's website, checked October 30, 2026: no asset minimum.
Where is Lucas Baker based?
Lucas Baker is based in Bellevue, Washington.
What does Lucas specialize in?
Lucas's specialties include estate & legacy planning, tax planning and small business owners.
What credentials does Lucas Baker hold?
Lucas Baker holds the CFP credential.
Is Lucas Baker registered with the SEC?
Yes. Lucas Baker is registered as an investment adviser representative in WA (CRD 7135210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MarsJewett Financial Group manage?
MarsJewett Financial Group reports $901.4M across 2,115 accounts in assets under management.
How do I contact Lucas Baker?
Through Lucas's website, marsjewett.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MarsJewett Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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